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rainmn60016

rainmn60016
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  • 14.5% Dividend Payer KKR Quadrupled Its Economic Net Income In 2012 - More Growth Ahead [View article]
    I agree , I knew the payout wasn't close to 14%. Author admits he knows it's not accurate but puts it in the title.Then he acts like a donkey when people question his article's veracity and accuracy.I'm deleting from my follow list. This compensation per page view makes the site rediculous.authors are trying to make a living with outrageous titles and copying tons of data verbatim from other sites to increase compensation ,I find myself wading thru more and more pablum on a daily basis
    Mar 28 03:37 PM | 6 Likes Like |Link to Comment
  • Natural Gas Price Spike Will Be Bigger And Come Sooner Than Expected [View article]
    AGREE WITH UNG comment. if nat gas rallies you'll be lucky to capture 50%of move due to contango in futures markets.that author would suggest going long.this pig demonstrates his naivete of nat gas markets. Another writer suggests covered calls . that would only lessen the pain.If i could borrow ung i would short it and buy gaz all day long.perhaps a long position in hgt,erf,sjt,mtr,ect, would be warranted given there sharp sell off and there ability to track nat gas prices higher in the future. even with distribution cuts i'd receive about 6% waiting for a turnaround
    Apr 26 02:21 AM | 6 Likes Like |Link to Comment
  • 12 REITS Could Leap On Increased Refinancing [View article]
    I don't think this author has a clue about. mreits and how they make money.Refinancing could actually hurt some reits by calling away mortgages that are replaced at lower interest rates. that hurts the net interest spread. The way the author writes you woulf think mreits are mortgge brokers
    May 21 11:31 AM | 4 Likes Like |Link to Comment
  • Prepayment Risk And Fed Spending Aren't The Only Worries For REIT Investors [View article]
    I believe all this fear of rapid prepayments is way overdone. I looked at a chart of gnma and except for a breif blip after the announcement of qe3. the mbs market has been fluctuating in a two percent range since may .This would not indicate a rapid rise in refinancing rates in the near future. I highly doubt that the fed is buying up mortgaes at any price but instead is providing a solid floor for mbs pricing. Anytime I can buy these assets at 90% of book value I'll be in to buy more.These mreits will continue to buyback shares increasing the distribution to the remaining shareholders..In the best case the fed would bid up prices.so ridiculously high that the mreits could sell their entire portfolio .go out of business and I'd make a 20%profit. I love these articles ,they help start the panic that allowed me to buy wmc at $17.50 or amtg at $18.50. Thanks for the donations
    Nov 21 05:54 PM | 3 Likes Like |Link to Comment
  • BP Prudhoe Bay Royalty Trust: What Is BPT's Fair Value? [View article]
    Totally biased by his position .show details of how you get the $163 of future distribution. that looks like the $9.25 will last for the next 18 years.
    Jan 21 01:21 PM | 2 Likes Like |Link to Comment
  • Oversold Safe Haven, 8.9% Dividend Payer Vanguard Natural Resources Is Seeing Growth [View article]
    have held for years .Has a hard time breaking 30-31 level .been selling 30 calls against it when it gets there.
    Jun 12 12:55 PM | 2 Likes Like |Link to Comment
  • Jim Rogers: Commodities ETFs To Benefit From Monetary Easing, Supply Issues [View article]
    please include volume for these lists .I don't want to do further research for an etf trading 300 shares per day with a ten cent bid ask spread
    Jan 25 12:24 PM | 2 Likes Like |Link to Comment
  • Understanding SandRidge Permian Trust [View article]
    Great article ,long sdt per chkr ect , What are the odds that there will not be a price spike over the next four years ,middle east tensions ,Chinese ,Indian demand , or implauseably an economic recovery. to top it off Fed money printing leading to a lower dollar
    Dec 13 12:17 PM | 2 Likes Like |Link to Comment
  • 5 mREITs With Mega Yields That Are Here To Stay [View article]
    author has no understanding of this industry.Wish i could block authors so they won,t show up in any newsfeed
    Oct 10 01:12 PM | 2 Likes Like |Link to Comment
  • 5 More Dividend Monsters From My Portfolio [View article]
    mvo is a trust and is not taxed like an mlp i believe????
    Jul 11 10:35 AM | 2 Likes Like |Link to Comment
  • 5 Inexpensive Energy Stocks Yielding Over 8% [View article]
    MATT ,if u give me $16 ,I'll gladly pay u $1.00 per quarter for 3 and a half years. That is a yield of 25% . Very attractive
    May 31 08:20 PM | 2 Likes Like |Link to Comment
  • Annaly Moves Smartly To Lower Hedge Positions, Thereby Increasing Core EPS [View article]
    all your arguments for stable rates were in place in Q2 2013.Bernanke opened his mouth and the 10 year doubled in yield in a week When I bought mortgage reits I assumed hedges were in place to protect against rising long term rates. Obviously the hedges were non existent or wildly ineffective. After the 10 year hits 3.25% they announce put buying to protect the downside- only to see the current rally take the 10 year to 2.4%. Now they sell there puts at a loss and we should be overjoyed
    Aug 19 04:23 PM | 1 Like Like |Link to Comment
  • Notes from American Capital earnings call [View news story]
    This is the guy who shortened maturities when the 10 year was over 3% last June probably at the lows . Now he is extending maturities at a market top .brilliant
    Jul 30 12:28 AM | 1 Like Like |Link to Comment
  • 5 Mid-April MoPay Dogs Point To 20% To 39% Upsides [View article]
    Not sure why author includes royalty trusts in his calculations. In reality you're buying oil in the ground and receiving cash when it's pumped out. There are no earnings associated with this process ,Just return of capital. I would love to see the analyst report on NDRO and the argument for a $17 dollar price target. Analysts are just too lazy or ashamed to drop price targets after the bottom dropped out of a stock. if there is a chance of a dividend cut better to wait til afterward
    Apr 22 06:13 PM | 1 Like Like |Link to Comment
  • BP reinstated with Buy rating at BofA/Merrill [View news story]
    how about the lake Michigan oil spill?
    Mar 27 12:54 PM | 1 Like Like |Link to Comment
COMMENTS STATS
63 Comments
60 Likes